Capital International Investors
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Capital International Investors’s Full Truck Alliance YMM Stock Holding History

Capital International Investors’s Portfolio YMM Stock Details YMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,533,004
Closed -$177M – 496
2025
Q4 		$177M Buy
16,533,004
+2,020,514
+14% +$24.2M 0.03% 250
2025
Q3 		$188M Buy
+14,512,490
New +$180M 0.03% 242

Other funds holding YMM

FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ASI
All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Capital International Investors's YMM Position: Q1 2026 in Review

Capital International Investors sold out of Full Truck Alliance (YMM) in Q1 2026, closing a stake of 16,533,004 shares — an estimated $177M sold.

Capital International Investors first reported a position in YMM in Q3 2025 and held it in 2 quarters. The position peaked at $188M in Q3 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • Capital International Investors reported no remaining Full Truck Alliance position as of Q1 2026 after selling out during the quarter.
  • Capital International Investors sold 16,533,004 Full Truck Alliance shares in Q1 2026, an estimated $177M.
  • Capital International Investors first reported a position in Full Truck Alliance in Q3 2025 and held it in 2 quarters.
  • Capital International Investors's Full Truck Alliance position peaked at $188M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.